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iShares Core High Dividend ETF
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Overview Fund Activity

503 hedge funds and large institutions have $2.2B invested in iShares Core High Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 144 increasing their positions, 194 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+31
Holders Change %
+6.57%
% of All Funds
8.92%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
80
Increased
144
Reduced
194
Closed
41
Calls
$14.6M
Puts
–
Net Calls
+$14.6M
Net Calls Change
+$13.9M

Top Buyers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$19M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$12.4M
3
AWM
AE Wealth Management
Kansas
+$10.6M
4
SS
Simplicity Solutions
Minnesota
+$9.66M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6.58M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$10.1M
2
Mariner
Mariner
Kansas
-$10M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.88M
4
Goldman Sachs
Goldman Sachs
New York
-$8.86M
5
KFA
Kelleher Financial Advisors
New York
-$7.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCC
101
Crescent Capital Consulting
Louisiana
$2.95M +$2.95M +33,665 New
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$2.86M +$471K +5,378 +20%
FAM
103
Formidable Asset Management
Ohio
$2.86M -$758K -8,660 -21%
EPWM
104
Essex Private Wealth Management
Massachusetts
$2.85M -$779K -8,888 -21%
CIBC World Market
105
CIBC World Market
Ontario, Canada
$2.79M +$343K +3,914 +14%
NFC
106
Northeast Financial Consultants
Connecticut
$2.68M +$8.77K +100 +0.3%
RFC
107
Regions Financial Corp
Alabama
$2.67M +$1.15M +13,167 +76%
GT
108
Glenmede Trust
Pennsylvania
$2.64M -$15.2K -173 -0.6%
CFS
109
CRA Financial Services
New Jersey
$2.51M -$8.77K -100 -0.3%
Kayne Anderson Rudnick Investment Management
110
Kayne Anderson Rudnick Investment Management
California
$2.49M +$8.77K +100 +0.4%
NA
111
Nottingham Advisors
New York
$2.48M -$1.16M -13,233 -32%
SFWC
112
Strategic Family Wealth Counselors
New Jersey
$2.43M -$75.1K -857 -3%
IA
113
IFP Advisors
Florida
$2.43M +$1.63M +18,659 +206%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$2.38M -$1.2M -13,713 -34%
WANY
115
Wealthspire Advisors (New York)
New York
$2.37M +$956K +10,905 +68%
EH
116
Equitable Holdings
New York
$2.35M +$436K +4,969 +23%
William Blair & Company
117
William Blair & Company
Illinois
$2.34M +$58.9K +672 +3%
GWM
118
Geneos Wealth Management
Colorado
$2.25M +$303K +3,237 +16%
EWM
119
Evercore Wealth Management
New York
$2.08M +$221K +2,520 +12%
GGI
120
Godsey & Gibb Inc
Virginia
$2M +$120K +1,368 +6%
EFSCE
121
Enterprise Financial Services Corp (EFSC)
Missouri
$1.97M -$289K -3,302 -13%
ISWM
122
Independent Solutions Wealth Management
New York
$1.96M +$41.7K +476 +2%
ASN
123
Advisory Services Network
Georgia
$1.91M +$567K +6,462 +42%
MFM
124
Mirsky Financial Management
New York
$1.84M +$41.5K +473 +2%
SFS
125
Sowell Financial Services
Arkansas
$1.83M +$169K +1,931 +10%
3 4
5
6 7